We Want to Draft Your Legacy

How Can I Protect Assets from Creditors?

August 20, 2020
Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.
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Why Everyone Needs an Estate Plan

August 19, 2020
If you think of estate planning as something only ultra-wealthy people need to do, you're not alone. That's a common misconception.
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What Should I Know about Immediate Variable Annuities?

August 18, 2020
Immediate annuities (also known as payout or income annuities) require you to pay to an insurance company. The insurer will send you a stream of payments, starting right away.
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What Does My Florida Estate Plan Look Like after Divorce?

August 17, 2020
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
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Can I Add Real Estate Investments in My Naples Will?

August 14, 2020
All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.
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What COVID-19 Does to Roth Conversions

August 13, 2020
Has the Covid-19 stock market volatility caused your retirement accounts to decline? Will the temporary suspension of required minimum distributions (RMD) or a reduction in your compensation lower your 2020 tax liability?
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Some Celebrities are Heirs to Fortunes

August 12, 2020
While some celebrities have mustered up a fortune of their own - whether it be through their acting careers or foray into creating signature perfumes - some of Hollywood's biggest names are actually the heiresses to even bigger players in the entertainment world and beyond.
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Will I Live Longer, if I Babysit the Grandchildren?

August 11, 2020
Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.
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Why Is Trust Funding Important in Florida Estate Planning?

August 10, 2020
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
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What Should I Know about Beneficiaries and Beneficiary Designation Forms?

August 7, 2020
Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary who receives the benefits of the policy when you pass.
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Welch Law, PLLC

641 University Blvd., STE 108,

Jupiter, FL 33458

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